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Chicago Partners Investment Group’s Intuit INTU Stock Holding History

Chicago Partners Investment Group’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.6M Buy
12,797
+1,498
+13% +$522K 0.07% 240
2026
Q1 		$4.62M Buy
11,299
+1,657
+17% +$790K 0.1% 171
2025
Q4 		$5.44M Sell
9,642
-639
-6% -$422K 0.13% 146
2025
Q3 		$6.98M Buy
10,281
+6
+0.1% +$4.33K 0.18% 108
2025
Q2 		$7.97M Buy
10,275
+487
+5% +$330K 0.23% 87
2025
Q1 		$6.28M Buy
9,788
+181
+2% +$109K 0.21% 101
2024
Q4 		$6.01M Buy
9,607
+5,780
+151% +$3.69M 0.2% 104
2024
Q3 		$2.3M Sell
3,827
-43
-1% -$27.4K 0.08% 195
2024
Q2 		$2.46M Sell
3,870
-138
-3% -$85.6K 0.1% 188
2024
Q1 		$2.53M Buy
4,008
+52
+1% +$33.2K 0.11% 167
2023
Q4 		$2.52M Sell
3,956
-81
-2% -$44.7K 0.12% 161
2023
Q3 		$2.03M Buy
4,037
+468
+13% +$237K 0.11% 179
2023
Q2 		$1.78M Sell
3,569
-263
-7% -$115K 0.09% 207
2023
Q1 		$1.69M Buy
3,832
+3
+0.1% +$1.23K 0.1% 200
2022
Q4 		$1.64M Buy
3,829
+98
+3% +$38.9K 0.1% 195
2022
Q3 		$1.38M Sell
3,731
-171
-4% -$73.9K 0.1% 185
2022
Q2 		$1.78M Buy
3,902
+20
+0.5% +$8.28K 0.13% 150
2022
Q1 		$1.37M Buy
3,882
+230
+6% +$118K 0.1% 168
2021
Q4 		$1.93M Sell
3,652
-68
-2% -$42K 0.14% 146
2021
Q3 		$2.26M Buy
3,720
+37
+1% +$19.9K 0.16% 129
2021
Q2 		$1.95M Buy
3,683
+74
+2% +$32.1K 0.14% 134
2021
Q1 		$1.51M Buy
3,609
+142
+4% +$54.7K 0.12% 144
2020
Q4 		$1.3M Buy
3,467
+226
+7% +$79.4K 0.12% 143
2020
Q3 		$1.05M Buy
3,241
+171
+6% +$53.5K 0.12% 132
2020
Q2 		$909K Buy
3,070
+237
+8% +$65K 0.11% 143
2020
Q1 		$752K Buy
2,833
+18
+0.6% +$4.87K 0.12% 140
2019
Q4 		$779K Sell
2,815
-13
-0.5% -$3.4K 0.1% 159
2019
Q3 		$732K Buy
2,828
+1,797
+174% +$494K 0.1% 147
2019
Q2 		$290K Sell
1,031
-969
-48% -$246K 0.04% 265
2019
Q1 		$516K Buy
+2,000
New +$462K 0.08% 177

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chicago Partners Investment Group's INTU Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Intuit (INTU) stake by 13% in Q2 2026, buying an estimated $522K and bringing the position to 12,797 shares worth $3.6M. The position accounts for 0.07% of the portfolio, ranked #240.

Chicago Partners Investment Group first reported a position in INTU in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.97M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Chicago Partners Investment Group held 12,797 shares of Intuit worth $3.6M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,498 Intuit shares in Q2 2026, an estimated $522K.
  • Intuit made up 0.07% of Chicago Partners Investment Group's portfolio in Q2 2026, its #240 holding.
  • Chicago Partners Investment Group first reported a position in Intuit in Q1 2019 and has held it in 30 quarters since.
  • Chicago Partners Investment Group's Intuit position peaked at $7.97M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.